Anthony
Coppola
Schoolcraft Capital LLC
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About this Advisor
Anthony Coppola is a financial advisor based in Boulder, Colorado, working with Schoolcraft Capital LLC. Anthony has previously held positions at The Milestone Group, Inc, Schoolcraft Capital LLC, and Tc Financial LLC. Anthony is registered to provide services in Colorado. Currently, Anthony is part of Schoolcraft Capital LLC, which operates out of Boulder, Colorado. The firm has 1 office and 12 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Schoolcraft Capital LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schoolcraft Capital LLC Brokerage Details
$1,185,649,921
12
184
$6,443,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Anthony Coppola Work History
Schoolcraft Capital LLC
Tc Financial LLC
The Milestone Group, Inc
Disclosures
Please visit the SEC profile of Anthony Coppola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schoolcraft Capital LLC
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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